Program Features |
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Up to $200K |
$40K - $500K | $100K Up | ||
Assets Under Management |
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Up to $40K |
$40K - $100K | $100K Up | ||
Focus |
Total Asset Allocation - tailored to your specific needs |
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Your Portfolio is |
updated |
daily | daily | daily |
assessed |
monthly |
biweekly | weekly | |
Asset Allocation Reports |
with focus on |
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are provided |
annually | annually | semiannually | |
Account Statements |
showing |
status of all accounts under OptiFolio management |
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are provided |
annually | semiannually | quarterly | |